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Burlington
BURL

446 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

25% more capital invested

Capital invested by funds: $14.9B → $18.7B (+$3.76B)

6% more funds holding

Funds holding: 420 → 446 (+26)

1.86% less ownership

Funds ownership: 109.6% → 107.74% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

26% less call options, than puts

Call options by funds: $114M | Put options by funds: $153M

Holders
446
Holders Change
+26
Holders Change %
+6.19%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
168
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
+$94.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$73M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$65.7M
4
JCM
Junto Capital Management
New York
+$64.3M
5
DCP
Durable Capital Partners
Maryland
+$53.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$75.5M
4
MCM
Melvin Capital Management
New York
-$72.1M
5
SC
Samlyn Capital
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
301
Redpoint Investment Management
Australia
$350K – – –
DTL
302
Dynamic Technology Lab
Singapore
$350K +$298K +1,339 New
Manulife (Manufacturers Life Insurance)
303
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344K -$7.8K -35 -3%
ZCA
304
Zeke Capital Advisors
Pennsylvania
$343K -$48.6K -218 -14%
APA
305
American Portfolios Advisors
New York
$338K -$9.8K -44 -3%
YWP
306
YorkBridge Wealth Partners
New York
$337K +$11.8K +53 +4%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$336K -$13.8K -62 -5%
CS
308
Comerica Securities
Michigan
$329K -$3.56K -16 -1%
RCA
309
Rowland Carmichael Advisors
Arizona
$328K – – –
FA
310
FDx Advisors
Illinois
$322K +$12K +54 +5%
IFS
311
Ifrah Financial Services
Arkansas
$320K -$4.9K -22 -2%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$318K -$58.8K -264 -18%
Fuller & Thaler Asset Management
313
Fuller & Thaler Asset Management
California
$316K +$223 +1 +0.1%
V
314
Veritable
Delaware
$310K -$1.11K -5 -0.4%
PA
315
Profund Advisors
Maryland
$308K +$262K +1,178 New
Robeco Institutional Asset Management
316
Robeco Institutional Asset Management
Netherlands
$304K +$53.7K +241 +26%
SAM
317
Silvercrest Asset Management
New York
$303K +$258K +1,160 New
RJFSA
318
Raymond James Financial Services Advisors
Florida
$301K -$2.67K -12 -1%
PI
319
Putnam Investments
Massachusetts
$300K -$1.27M -5,706 -83%
BUB
320
BBVA USA Bancshares
Texas
$295K – – –
LWAM
321
Legacy Wealth Asset Management
Minnesota
$288K +$246K +1,103 New
PA
322
Procyon Advisors
Connecticut
$283K – – –
Rafferty Asset Management
323
Rafferty Asset Management
New York
$282K -$57.5K -258 -19%
CNC
324
Canandaigua National Corp
New York
$280K -$9.13K -41 -4%
AC
325
Allstate Corporation
Illinois
$274K -$128K -574 -35%
11 12
13
14 15

BURL Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2020, worth a combined $18.7B — up 25% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 50 closed out — a net gain of 29 holders — while 136 added to existing stakes and 168 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $94.1M. The largest seller was Capital World Investors, cutting an estimated $189M.

  • 446 institutional investors held Burlington (BURL) as of Q4 2020, up from 420 in Q3 2020.
  • Funds reported $18.7B of Burlington stock for Q4 2020, up 25% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q4 2020 and 50 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2020 was Carillon Tower Advisers, an estimated $94.1M added.
  • The largest Burlington seller in Q4 2020 was Capital World Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.